Banking

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I have just decided to migrate from Xero to Quickbooks and spent the last day or so migrating stuff over.  When I connected to my Santander Business Account it downloaded transactions back to 2nd April 2019 but I wanted to import everything since the business started in Nov 2017.  I therefore imported all the other transactions off a spreadsheet.  I then went through the laborious task of matching everything up and when I did the bank balance was quite a bit different to the QuickBooks balance. It looks like, when I did the original bank feed import an opening balance record was created and then of course I added a load of transactions before that date via the spreadsheet import.  So - this is simple I thought - I just deleted that opening balance record.Unfortunately things still don't match up.  My Quickbooks Balance is correct and matches my actual bank balance and all transactions are reconciled.  Everything is perfect apart from the fact tha

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The account is an automatic feed and should cover transactions from the day it started.

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I'm using Quickbooks 2020 desktop pro UK version.apologies for raising this question here but I've yet to find a way to ask a question in the UK.I want to connect to NatWest bank to feed transactions directly into QB.NatWest are not on the Financial Institutions list.Does this mean that having been pushed into purchasing QB2020 by Intuit that we will still have to manually enter all the transactions?I've checked a seemingly ream various articles but they all seem to refer to US versions.Suggestions would be very much appreciated. thanks Rod

I, like a number of people, have been struggling connecting my HSBC business accounts to my Quickbooks Self-Employed account. Finally after many weeks I can now connect (I received an message from HSBC that my third-party permissions had now finished, and they were sorry for the inconvenience). The problem is it only connects to tell me my cash total in my HSBC account, and doesn’t import any transactions. Because of the length of time it’s taken to resolve the initial problem I’ve managed to import transactions as a .csv file up the the 1st May but the last two weeks still haven’t worked.Why does it not automatically import the transactions from HSBC now? It kind of makes the system redundant and considering I’m now into the second month of issues and paying monthly for this to work properly I’m very disappointed.

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We just moved to Online from the desktop version and started syncing our accout with the bank. I'm trying to figure out how to assign deposits made for multiple invoices - for example the bank may show a single deposit that is actually payment from 4 different clients that need to be matched to their open invoices. If it's a deposit that is a payment for a single client invoice it's simple to match the payment to the invoice (Quickbooks shows a record found and allows the match) but I can't find a way to match a single deposit to multiple open invoices. Thanks.

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I have tried following the video to upgrade to open banking. When I go through the process the tab for the bank never loads. It always says IP address not recognised.   

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I can't currently pull through my HSBC business credit card bank feed as the quickbooks connector for HSBC no longer detects credit cards, only bank accounts. This happened after Quickbooks Online prompted me to update the method in which I connect my bank feeds for my HSBC Bank Account and Credit Card. Now it only detects my Bank account and the Credit Card cannot be found and has not been synced since the 3rd of April 2020. I removed the Credit Card from the banking page all together in a bid to manually re-add it again, but going through the process, sadly the Bank Account again appears to be the only account the 90day method can detect. Far from ideal, can I have my Quickbooks reversed back to the method I used previously, as it worked fine for me that way, not sure why I had to change the method in the first place.

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